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Version 1.0
Created: 26 June 2024
Updated: 26 June 2024

How do I Import New UOM(s)?

UOM stands for Unit Of Measurement. It allows you to attach information such as quantity, unit price, discount, tax to a product/services.

  1. At the desktop site’s navigation bar, go to Import > UOM Import.
    Import UOM(s) Here: https://system.caction.com/importuom

    Import UOM Step 1

    *Note: You must have access to Import menu to perform this action. Please request permission or help from your admin if you do not have access to the menu.

  2. Download this file and refer to the product sequence number.

    Import UOM Step 2

    This is the sample of the product/services sequence number Excel file.

    Import UOM Step 2a

  3. Click “Excel Template”.

    Import UOM Step 3

  4. Fill out the details of the new UOM.
    a. The details include:
    • UOM Name*
    • Qty
    • Unit Price (Specific number indicates a fixed price while unit price = “0” allows free pricing which can input any value later)
    • Tax (Data is in range of 0-100 percentage)
    • Min Discount (Data is in range of 0-100 percentage)
    • Max Discount (Data is in range of 0-100 percentage)
    • Product seq no*: Correspond to code from file in Step 2

    *Note: Fields marked with an asterisk ( * ) are required.

    Import UOM Step 4

  5. Make sure all the information of the UOM is correct and save the file.

    Import UOM Step 5

  6. Go back to the UOM import page and choose the correct file by clicking “Choose File” to import.

    Import UOM Step 6

  7. Make sure the file uploaded is correct.

    Import UOM Step 7

  8. Click on the “SUBMIT” button.

    Import UOM Step 8

  9. Your items are successfully added when the “Uploaded successfully” prompt appears.

    Import UOM Step 9




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